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Root Financial Partners’s Usana Health Sciences USNA Stock Holding History

Root Financial Partners’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13
Closed -$227 – 3046
2026
Q1 		$227 Buy
+13
New +$258 ﹤0.01% 3120

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Root Financial Partners's USNA Position: Q2 2026 in Review

Root Financial Partners sold out of Usana Health Sciences (USNA) in Q2 2026, closing a stake of 13 shares — an estimated $227 sold.

Root Financial Partners first reported a position in USNA in Q1 2026 and held it in 1 quarter. The position peaked at $227 in Q1 2026. 137 funds tracked by Wall St. Rank hold USNA as of Q2 2026.

  • Root Financial Partners reported no remaining Usana Health Sciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Usana Health Sciences shares in Q2 2026, an estimated $227.
  • Root Financial Partners first reported a position in Usana Health Sciences in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Usana Health Sciences position peaked at $227 in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.